Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,569 | $106,008-43.8% | $92,240-35.4% | $147,586-59.6% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.3pp | 82.8%-13.6pp |
| Annual return | 23.06% | 50.05%-27.0pp | 176.29%-153.2pp | 578.59%-555.5pp |
| Employer contribution / active EE | $3,502 | $4,333-19.2% | $3,680-4.8% | $4,876-28.2% |
| Participant deferral / active EE | $5,516 | $4,478+23.2% | $3,897+41.6% | $5,439+1.4% |
| Admin fee / account holder | $397 | $6,333-93.7% | $5,194-92.4% | $10,886-96.4% |